Amy-Leigh Shipley

Financial Planning Administrator

Previously experienced in Retail and a customer focused role. Amy assists the Case Managers and is currently working towards achieving her CeFap qualification (Certificate in Financial Administration & Planning).

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If you think that we can help you in any way, we are always happy to talk things through if you have a general query. Initial meetings, face-to-face, at a time and place to suit you, at our cost, so don't hesitate to book your first appointment by contacting us using the details below.

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Note: The value of investments and savings can fall as well as rise, and you can get back less than you invested. Your home may be repossessed if you do not keep up repayments on your mortgage or other loans secured on it.
Investors should be aware that past performance is not an indication of future performance, the value of investments and the income derived from them may fluctuate and you may not receive back the amount you originally invested.
Registered as a Limited Company in England and Wales No. 8454259.
The Financial Conduct Authority does not regulate advice on commercial and agricultural mortgages, some buy to let mortgages, loans secured on a second charge and advice on some taxation matters.